QLDY vs CGDV5YQLDYQLDYAvsBCGDVCGDVDefiance Nasdaq 100 LightningSpread Income ETF · $53MCapital Group Dividend Value ETF · $38.7BReturns · dividends in[…]3 years · per year[…] · $18,895+23.6%[…]5 years · per year[…]Cost and income1.04%Expense ratio$104 · $33 on $10k · lower wins0.33%47.75%12-mo yield$4,775 · $124 on $10k1.24%Risk · 1 year
$10,000 in QLDY, CGDV, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: QLDY, CGDV, JEPIToday27.1%most shared, CGDV and JEPIQLDYCGDVJEPIQLDY—[…][…]CGDV[…]—27.1%JEPI[…]27.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
QLDY vs CGDV5YAQLDYDefiance Nasdaq 100 LightningSpread Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureQLDYCGDVFee1.04%0.33%Cost on $10k a year$104$33Yield47.75%1.24%5 years, per year[…][…]3 years, per year[…]+23.6%Worst drop · 1Y−16.5%−9.7%Volatility · 1Y23.4%13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$46.8B2AQLDYDefiance Nasdaq 100 LightningSpread Income ETFReadDesk1.04%47.75%−0.7%+9.3%+7.8%newnew−16.5%$53M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$46.8B2AQLDYDefiance Nasdaq 100 LightningSpread Income ETFReadDesk1.04%47.75%−0.7%+9.3%+7.8%newnew−16.5%$53M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: QLDY, CGDV, JEPIToday27.1%most shared, CGDV and JEPIQLDYCGDVJEPIQLDY—[…][…]CGDV[…]—27.1%JEPI[…]27.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$4,671most kept, QLDYQLDY$4,775 − $104 = $4,671JEPI$786 − $35 = $751CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee